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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

135 hedge funds and large institutions have $620M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
$7.73M
2
Jane Street
Jane Street
New York
$3.13M
3
CA
Clearstead Advisors
Ohio
$2.81M
4
Wells Fargo
Wells Fargo
California
$1.12M
5
Morgan Stanley
Morgan Stanley
New York
$4.57M

Top Sellers

1
CI
CX Institutional
Indiana
$1.3M
2
LPL Financial
LPL Financial
California
$148M
3
ACM
Advance Capital Management
Michigan
$22.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.18M
5
FHC
First Heartland Consultants
Missouri
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Americana Partners
Texas
$1.05M +$4.53K +70 +0.4%
FAIM
52
Financial Advocates Investment Management
Washington
$1.04M +$102K +1,621 +11%
MFG
53
Merit Financial Group
Georgia
$1.02M – – –
CPIG
54
Chicago Partners Investment Group
Illinois
$948K +$26.1K +406 +3%
RA
55
RFG Advisory
Alabama
$852K +$194 +3 +0%
FPW
56
Flagship Private Wealth
Massachusetts
$847K -$47.3K -730 -5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$836K +$139K +2,144 +20%
IWP
58
IAG Wealth Partners
Wisconsin
$784K +$82.6K +1,275 +12%
WA
59
Waverly Advisors
Alabama
$748K +$47.2K +728 +7%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$736K +$199K +3,074 +37%
PTC
61
Private Trust Company
Ohio
$679K -$29K -447 -4%
CKAIS
62
Christensen King & Associates Investment Services
Washington
$675K -$64.5K -996 -9%
FWA
63
FSM Wealth Advisors
Ohio
$654K +$10.9K +169 +2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$653K -$89.3K -1,378 -12%
Stifel Financial
65
Stifel Financial
Missouri
$648K +$6.93K +107 +1%
PFA
66
Professional Financial Advisors
Nebraska
$631K -$31.8K -491 -5%
APWA
67
Atlas Private Wealth Advisors
New Jersey
$611K – – –
ECG
68
Edge Capital Group
Georgia
$579K – – –
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$567K +$72.4K +1,118 +15%
SWIG
70
Strategic Wealth Investment Group
Kentucky
$567K +$567K +8,821 New
NECFA
71
New England Capital Financial Advisors
Connecticut
$551K +$77.8K +1,201 +16%
SWM
72
Spire Wealth Management
Virginia
$457K – – –
GWAG
73
Garrett Wealth Advisory Group
Texas
$450K +$28.8K +444 +7%
PCMC
74
Planning Capital Management Corporation
Pennsylvania
$445K – – –
BW
75
BIP Wealth
Georgia
$445K – – –
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3
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